Group 1 - Chongqing Mechanical and Electrical (02722) saw a rise of over 7%, reaching a historical high of 3.27 HKD, with a current increase of 6.56% at 3.25 HKD and a trading volume of 25.99 million HKD [1] - Major tech companies including Amazon, Google, Meta, Microsoft, xAI, Oracle, and OpenAI are set to gather at the White House on March 4 to sign the "Electricity Ratepayer Protection Commitment," which aims to allow these companies to build or procure their own power supply for new AI data centers, thus avoiding reliance on the existing public grid [1] - According to a report from Industrial Securities, Chongqing Hitachi Energy is one of the main production bases for Hitachi's ultra-high voltage transformers above 750KV, benefiting from overseas high voltage grid construction [1] - Chongqing Cummins is the only large-bore engine manufacturer for Cummins in China, and due to industry supply tightness, the company is actively expanding its production capacity, with expectations for continued growth in high-horsepower engines for data centers and other sectors in the coming years [1]
重庆机电涨超7% 美国科技巨头将承诺自供电力 AIDC拉动大马力发动机需求